See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,437 | $56,114+22.0% | $96,139-28.8% | $85,850-20.3% |
| Participation rate | 40.7% | 56.7%-16.0pp | 68.4%-27.7pp | 69.3%-28.6pp |
| Annual return | 23.72% | 42.30%-18.6pp | 191.94%-168.2pp | 318.53%-294.8pp |
| Employer contribution / active EE | $298 | $1,620-81.6% | $2,797-89.3% | $2,565-88.4% |
| Participant deferral / active EE | $1,712 | $2,859-40.1% | $4,349-60.6% | $3,952-56.7% |
| Admin fee / account holder | $5,532 | $3,768+46.8% | $5,537-0.1% | $6,260-11.6% |